+29.4%
MMM vs HSY
+10.4%
+19.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.3% |
| 7D | -3.3% | -3.3% | 0.0% | -2.8% |
| 30D | -7.0% | -2.8% | -4.2% | -6.6% |
| 3M | +10.8% | -4.5% | +15.3% | +11.5% |
| 6M | +5.8% | -24.2% | +30.0% | +10.5% |
| YTD | +6.8% | -2.7% | +9.5% | +7.2% |
| 1Y | +10.4% | -3.7% | +14.1% | +10.8% |
| 3Y | +104.7% | -11.5% | +116.2% | +109.2% |
| All | +29.4% | +10.4% | +19.0% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling